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  1. Custom Reporting: Portal Edit Report

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Stephanie Gassen supported this idea  · 

  2. Fund statements - sort by fund advisor or fund

    31 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Stephanie Gassen commented  · 

    Fund statements are printing by fund advisor and need option to print by Fund Name to file accordingly

    Stephanie Gassen supported this idea  · 

  3. board portal

    192 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Stephanie Gassen supported this idea  ·